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MYOB – Advanced Table of Contents

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					                        MYOB – Advanced
                        Table of Contents
About the Workbook .........................................................................(I)
Unit One: Customising Forms
     Planning fields in your invoice ............................................................... 2
     Customising Techniques:
         How to select a text or data field .................................................... 7
         How to delete fields you do not need ............................................. 7
         How to change the appearance of text........................................... 8
         How to enlarge the text print area .................................................. 9
         How to move text around the screen.............................................. 9
         How to change the appearance of several fields.......................... 10
         How to move text to a different position ....................................... 10
         How to select text covered by other text ...................................... 11
         How to change the justification of text in a field............................ 11
         How to activate an inactive field ................................................... 12
         How to delete lines....................................................................... 12
         How to add lines and boxes ......................................................... 13
         How to change the appearance of lines and boxes...................... 13
         How to add text to your form ........................................................ 14
         How to add a graphic to your form ............................................... 14
         How to delete columns not required............................................. 15
         How to adjust the horizontal position of columns ......................... 16
     Customising an invoice [more techniques] .......................................... 18
     Making changes to an existing invoice ................................................ 22
     Adding a Remittance Slip .................................................................... 24

Unit Two: Importing and Exporting MYOB Data
     Exporting your Accounts List ............................................................... 28
     Exporting Item Cards ........................................................................... 30
     Exporting Supplier Cards – with an identifier ....................................... 30
     Creating a new data file ready to import data ...................................... 31
     Importing an Accounts List .................................................................. 31
     Linking your Accounts.......................................................................... 34
     Linking your Tax Codes ....................................................................... 36
     Importing Item Cards ........................................................................... 37
     Importing Cards for Suppliers .............................................................. 38
     Importing Journal entries ..................................................................... 39
     Exporting Items to Excel ..................................................................... 40
     Changing information in Excel ............................................................. 41
     Importing information back into MYOB ................................................ 42
     Exporting reports to your Word Processor........................................... 43
     Importing MYOB reports into your Word Processor............................. 45

Unit Three: Using MYOB OfficeLink with your Word Processor
     Using OfficeLink with Word or WordPerfect......................................... 47
     Viewing OfficeLink templates............................................................... 48
     Using MYOB OfficeLink to create a single letter .................................. 49
     Using MYOB OfficeLink to create Overdue Letters.............................. 51
     Creating a new MYOB OfficeLink template ......................................... 52
     Creating letters with the new template................................................. 55

Unit Four: Time Billing
     Setting up Time Billing Preferences..................................................... 58
     Creating Cards for your customers ...................................................... 59
     Creating Cards for your employees ..................................................... 60
     Creating Time Billing Activities............................................................. 62
     Creating Job Details ............................................................................ 64
               MYOB – Advanced
          Table of Contents [continued]

Unit Four: Time Billing
     Entering Activity details........................................................................ 65
     Viewing Activity Log............................................................................. 67
     Viewing Work in Progress.................................................................... 67
     Billing the Customer............................................................................. 69
     Customising your Time Billing Invoice ................................................. 73
     Viewing Time Billing Reports .......................................................... 73-76
     Viewing reports – estimate Profit or Loss ............................................ 77
     Viewing Activity History........................................................................ 79
     Tracking and Recording Work in Progress ..................................... 80-82

Unit Five: Extended Inventory – MYOB Premier
      Creating Price Levels, Custom Fields and Custom Lists ..................... 85
      Creating Custom Lists ......................................................................... 86
      Creating an Item Card with Custom Lists and 2 selling prices............. 88
      Creating an Item Card with Pricing Matrix and Quantity Breaks .......... 90
      Using the “Copy From” button in Item Cards ....................................... 94
      Printouts using Custom List filters................................................... 94-96
      Entering Sales and checking selling prices.......................................... 98
      Customising Invoice to display additional information........................ 100
      Printing reports using Custom List filters .................................... 102-103

Unit Six: Multiple Currency – MYOB Premier
      Notes on Multiple Currency ............................................................... 105
      Switching Multiple Currency ON: ....................................................... 106
      Creating a Foreign Currency ............................................................. 107
      Setting up your Accounts List for Multiple Currency .......................... 109
      Linking Accounts Receivable – Non Local Currency ......................... 111
      Creating a Customer Card – Non Local Currency ............................. 112
      Entering a Sale in US Dollars ............................................................ 113
      Viewing reports with sale in US Dollars ............................................. 116
      Entering Customer Payment in US Dollars........................................ 117
      Viewing reports and Realised/Unrealised Profits/Gains.............. 118-119
      Notes on other Multiple-Currency ideas............................................. 119

				
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